To add a value to a resource field lookup parameter

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The procedure to add a value to a resource field lookup parameter is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Resource Fields. The Resource Fields window is displayed.
  2. Click on Lookups. The Lookups tab is activated.
  3. Select a lookup parameter from the alphabetical list or type its name into the Search Lookups field. By default the list is filtered to show Current lookup parameters. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  4. Click on New Value. The New Value window is displayed.
  5. Enter a Value description into the field provided i.e. the caption of the lookup value 2.
  6. Use the Other reference free text field to capture an internal identifier for the lookup parameter value, as required.
  7. Use the Additional Analysis free text field to categorise common lookup parameter values, as required.
  8. Using the Display Order field, enter a positive integer to specify the position of the value within the lookup parameter list. The Up and Down arrows are available to increment or decrement the integer, as required 3.
  9. Choose an Effective from date for this lookup parameter value i.e. the date on which it came into effect 4.
  10. Choose an Effective to date if the lookup parameter value is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the lookup parameter value will be continually valid.
  11. Click on Confirm. The new record is displayed in the Values summary table.
  12. Repeat steps 4 through 11 to add further values to the lookup parameter.
  13. Click on Save 5.


Note

1 The Search Lookups field will match against any element of the lookup description.

2 System validation rules ensure that the description entered for each new lookup parameter value is unique.

3 System validation rules ensure that the assigned Display Order entry is unique for each value within the specific resource field lookup parameter.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To amend the details of an existing lookup parameter value, double-click on the desired row in the Values summary table and repeat steps 5 through 13.


See related topics...

System parameters overview

To define a resource field lookup parameter

To define a resource field parameter value